Make an approved signing route reusable
When a new routing rule is approved, let Notis add it to the DocuSign template your team uses for future agreements.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Create template workflow step
This endpoint adds a new workflow step to an existing docusign template. it allows users to define complex routing and conditional recipient rules within the template's workflow. the endpoint is used to create automated processes for document routing, including actions like pausing the workflow, implementing delayed sending, and setting up conditional recipient routing based on specific criteria. it's particularly useful for templates that require sophisticated, multi-stage approval or review processes. the created workflow step can control the timing and conditions under which documents are sent to different recipients, enhancing the flexibility and automation of the document signing process. however, users should be aware that the complexity of the workflow increases with each added step, and careful planning is required to ensure the desired document flow is achieved.
Why this helps
A better signing route can stay as a one-off Slack agreement unless someone updates the template afterward.
- Carry an approved process improvement into future agreements.
- Reduce repeated reminders about the preferred route.
- Keep standard signing templates aligned with team decisions.
Setup
Build it in a few focused steps.
- 1Connect Slack and DocuSign to Notis once.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one instruction describing which reaction approves a new workflow step on an existing template.
- 4Choose the Slack reaction-added trigger and a channel for run reports.
- 5Test with one real process approval and confirm the template step is present.
Questions about this workflow
Does this change an existing envelope?
No. It adds a workflow step to an existing DocuSign template.
Can template workflow steps be complex?
The action supports routing and conditional workflow steps. Describe the intended rule plainly and verify it with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docusign. A trigger fires from one place; an action lands in another.
Slack triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
Connect any two apps with Notis in the middle.
Slack and Docusign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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